InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Google Reviews

All kinds of leads – warm, hot, and cold can be influenced by a Google Business review of your insurance agency. Rated on a scale of 5 stars, this is your company’s report card, and it’s trusted by millions of people. InsuredMine is here to help you build that goodwill.

Be Present Where it Matters

Did you know that 90% of consumer buying decisions are impacted by online reviews? Increase your sales revenue by encouraging your customers to leave your insurance agency a positive Google review.
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Boost Your Ranking

Your prospects trust the online experience of customers who have used your company’s service. A high approval rating on Google is a major publicity boost. 

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Track Your Google Reviews

Your InsuredMine dashboard reflects your customer ratings and Google reviews. It also tracks how many customers have posted a testimonial and the number of views it received.

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Enhance Your SEO

SEO stands for Search Engine Optimization. It’s an essential tool to increase your web presence and your Google reviews make your ranking soar higher. Get more people to see your insurance agency name when they search for insurance services in your local area.

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Benefit from Added Clicks

The more visitors your website receives, the more chances you have for lead generation and conversion. You can gauge the success of your website with your CTR (Click-through Rate). This measures the amount of visitors that clicked through the pages on your website.

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Are You Ready to Grow Your Agency?

The Benefits of InsuredMine CRM

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Drip Campaign

A drip campaign is an automated series of emails, texts, or a combination of both that delivers a customized and scheduled communication to your prospects and customers.
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Automation is an essential element of the InsuredMineCRM. Utilizing AI and digital tools, you can eliminate time-consuming, repetitive work. Client management, task allocation, employee assessment, lead management, and client inquiries can all be handled through automation.
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Work Email

Be more efficient with your work email. From creating deals to updating records, InsuredMine makes it easy for your work email to work for you.
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Contact List

A major part of your data story depends on your contact list. Creating a list and segmenting it for easy reference is crucial for the success of your insurance agency. Use insights from your contact’s activity like a new job, vehicle purchases, or policy info to convert more leads into customers.
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Work quickly without putting in extra hours to write client emails and messages. Use existing email templates or build your own to customize and organize your drip campaigns. Add your logo, select the group you want to communicate with, and hit send.
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Google Reviews

All kinds of leads – warm, hot, and cold can be influenced by a Google Business review of your insurance agency. Rated on a scale of 5 stars, this is your company’s report card, and it’s trusted by millions of people. InsuredMine is here to help you build that goodwill.

What Agents Say


We love the Dealboard! It’s great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency.

Mike T

I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate…mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven’t used the system to its full capacity yet, I will do a more in depth review at a later time.

Ryan M, Co-Founder

Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn’t write. It combines phone, text and email connections in one application.

Stanley D, General Agent

The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive.

Pat I, Agency Owner

Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.

Liset M, General Manager

It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are “click-able” is amazing. Combines the best of an AMS and CRM.

Jacob K

Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.

Reggie P

Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.

Alejandro M, President

There are a couple best parts about InsuredMine’s platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.

Sen M, Agency Owner

This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch.

Patrick I, Agency Owner

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The #1 Mobility tool used by Insurance Agents

Client Facing Mobile App. Policy Wallet, Home Inventory, Service and more in a single App.
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